Unclaimed
Michele Hirsch is a financial advisor with Fidelity Personal And Workplace Advisors. Michele has been in the industry since 1997 and is registered to provide investment advisory services in multiple states including Arizona, Connecticut, Florida, Massachusetts, New Jersey, New York, North Carolina, Pennsylvania, and South Carolina. She is also licensed to provide investment advice in New Jersey.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
NJ
06/12/2023 - Present
Fidelity Personal AND Workplace Advisors (MANALAPAN NJ)
NY
01/17/2003 - 07/15/2016
CREDIT SUISSE SECURITIES (USA) LLC (NEW YORK NY)
NJ
05/22/1997 - 01/17/2003
DONALDSON, LUFKIN & JENRETTE SECURITIES CORPORATION (JERSEY CITY NJ)
BOTH
Issued 12/16/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/12/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/23/2024
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 07/16/2024
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 07/22/1998
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 05/31/2023
Series 7TO - General Securities Representative Examination
BC
Issued 08/13/2021
SIE - Securities Industry Essentials Examination
BC
Issued 05/19/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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